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Lantz Financial

1733 Park Street Ste. 350

Naperville, IL 60563

331-204-6230

Your Success Is Our Only Mission

About Lantz Financial

Founded in 2017, Lantz Financial is an independent firm that isn't beholden to proprietary products or outside influences-and we're committed to keeping it that way. Remaining independent means we can stay focused on what really matters: helping our clients succeed.

See Disclosures

General Information

Firm Start Year

2017

No. of Employees

10-19

CRD#

2099896

Firm CRD#

297573

States Licensed in

IL, FL

Work with the following types of clients

Anyone seeking a long-term plan and professional, customized advice, Individual Investors, Businesses

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Services

Investment Types

Mutual Funds, Options & Futures, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Email, Phone, Video Conference, Our Offices, Our Office

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

No Standard Minimum

Compensation Methods

Based on Assets

Disclosures

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Additional Detailed Disclosures
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